Should An Advisor Tailor A Plan To Fit Your Personality? (Part 2)

As a continuation of our last podcast episode, we’re jumping back in to discuss some more financial personality types in today’s show. Knowing your personality type and tendencies can help you be more successful and aware of your strengths and weaknesses when it comes to financial planning. The first four personalities we talked about in the previous podcast were the victim, the over-analyzer, the DIY-er, and the ostrich. On today’s show, we discuss the next four common financial personalities.
Share this episode with a friend:

 

Confidence Corner

As a continuation of our last podcast episode, we’re jumping back in to discuss some more financial personality types in today’s show. Knowing your personality type and tendencies can help you be more successful and aware of your strengths and weaknesses when it comes to financial planning. The first four personalities we talked about in the previous podcast were the victim, the over-analyzer, the DIY-er, and the ostrich. On today’s show, we discuss the next four common financial personalities.

How aggressively should you save? Do you have the same financial goals as your spouse? Are you a fan of taking risks? Working on the plan but still have questions? Nathan and his team can tailor a financial plan for you and your unique financial personality.

Here are the personality types we discuss in part 2:

  • The silo stocker might be prepping for the worst-case scenario. (2:35)
  • The odd couple may face conflicting goals. (5:06)
  • The gambler likes taking risks. (8:57)
  • The model citizen does everything right but still has concerns. (12:22)

A Point Of Wisdom:

Share this episode with a friend:

EXPLORE MORE EPISODES

All In One Basket: Financial Diversification

Are you guilty of putting all your eggs in one financial basket? The latest episode of our podcast delves into the critical topic of investment diversification. We discuss everything from common mistakes Nathan sees to historic examples of when the financial bubble burst. What does true diversification look like and how can you achieve it in your portfolio?

Listen Now »

Retirement Expectations vs. Reality

Are you ready for a reality check when it comes to retirement? Today we wade through the myths and truths of post-career life, where the expectations of endless cruises clash with the reality of budgeting for healthcare. Learn why setting realistic goals and being adaptable are the keys to a successful retirement.

Listen Now »

YOUR HOST

Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

YOUR HOST

Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

SUBSCRIBE